
A guided, strategic session where we listen to your goals, identify what’s holding you back, and map the exact steps to scale with clarity and confidence.
Smart, Scalable Support for Every Stage of Your Business
From bookkeeping to advanced analytics to high-level strategy — we provide the financial systems and guidance small business owners need to grow sustainably.

Compliance
The essential foundation every business must have to operate smoothly, avoid penalties, and stay ready for funding or potential sale.
Bookkeeping
Payroll
1099 filing
Federal/State/Local tax filings
Document compliance
Operated by trained accountants & specialists

Growth
Advanced financial insights for businesses ready to optimize, expand, and understand their numbers at a deeper level.
Business analytics
Tax planning
Access to a business analyst + tax planner

Freedom
High-level, ongoing strategic consulting for business owners who want to scale, expand, or prepare for exit.
Regular meetings with a business consultant
Advanced strategies, planning, and tools
Includes all benefits of Tier 1 and Tier 2
Ready to get started?

What you're trying to accomplish

What issues are holding you back

Which tier of service fits your real needs

The fastest path to reach your goals
Real Expertise
Count On That is led by Jeff Levell, a successful business owner who has already built and exited a business. The entire team works remotely from the Philippines — trained, efficient, and aligned around elite service and client results.
Just starting up
Scaling past 6-figures
Managing up to 100 employees
Located in Washington (primary market), but also clients across the U.S. — especially California
Even international clients whose businesses operate in Washington
Don't worry, we can help!
~Other CPA firms, bookkeepers, tax preparers, fractional CFOs — but none offer the DreamWalk advantage.~

Gain Clarity

Establish rock-solid financial systems

Protect their business

Increase profitability

Plan taxes wisely

Grow sustainably
Work toward financial freedom
I came in with just general questions about bookkeeping. I didn’t know a thing about it and he… from scratch, step by step, walked me through what I needed to know.
Patrick Clemo, President, Westside Tree CareI

By having Count On That help us determine what areas of our company are more profitable than others, we are able to put resources toward that side of the company and grow it at a faster rate than we would’ve beforehand.
Dan Schuler, President, Alexander GOW Fire Equipment Company

Jeff is very thorough on following up and meeting deadlines as well as simple things like payrolls. It has been excellent.
David Castiglione, Owner, Kolbe Gallery

Ready to Build a Stronger, More Predictable Business?
Book your DreamWalk session now — spots are limited.